Asset Care… How Qualified Money Works 28 May 2021May 13, 2021 This month, I am sharing a little about funding long term care premiums using qualified money. As a matter of fact, if you want to hear a few ideas, join…
Asset Care… Inherited IRA Funding Scenario 21 May 2021May 13, 2021 Last week, I shared how the SECURE Act creates an opportunity for an Asset Care solution. Today, I plan to share with you an example of how this situation might…
Annuity Care… OneAmerica Resources 2 Apr 2021April 1, 2021 Earlier this week, we hosted our first virtual Care Solutions University of 2021. If you are unfamiliar with Care Solutions University, it is immersion training for the OneAmerica Care Solutions…
Annuity Care… Care Solutions Illustrations 26 Feb 2021February 16, 2021 It doesn't matter what you call them - proposal, hypo, quote, or illustration - they all provide similar information intended to help educate, inform, and inspire the client to take…
Asset Care… Benefits to Meet Your Needs 30 Jan 2021January 26, 2021 In this week's LTC Coffee Break broadcast, we shared with you some of the unique features of Asset Care. Some of those features are: guaranteed premiums and benefits true joint…
Annuity Care… Riverboat or Yacht 18 Dec 2020November 30, 2020 Yesterday, I shared a video that I shot from the banks of the Savannah River. While it was somewhat "lame", the intent is to illustrate an analogy that I have…
Annuity Care… More Than One Way To Pay 11 Dec 2020November 24, 2020 One thing that we always discuss from a planning perspective is how will you pay. How will you pay for care if it is needed ? How will you pay…
Alzheimer's Association… Something To Chew On 13 Nov 2020October 26, 2020 For the past few weeks, we have been discussing longevity issues on Fridays with Fisher and as a part of the Leading Tomorrow with OneAmerica speaker series. I want to…
Annuity Care… Longevity 30 Oct 2020October 28, 2020 Over the past several weeks as part of the Leading Tomorrow with OneAmerica speaker Series, we have heard from experts who talked about aging, longevity, and working / communicating with…
Annuity Care… New Life to Old Annuities 25 Sep 2020September 14, 2020 Here is the scenario. You have a client who is 75 years old and has positioned a her emergency healthcare funds in a fleet of non-qualified deferred annuities. In fact,…
Annuity Care… The 1035 and Annuity Care 31 Jul 2020July 13, 2020 Remember, the ideal funding source for any Annuity Care solution comes from an existing nonqualified deferred annuity with gain. Also remember, this is simply a repositioning strategy which does not…
Annuity Care… Annuity Care II Case Rescue 24 Jul 2020June 24, 2020 One thing that I like to say when talking about the Care Solutions Portfolio is that it is a lot like the Rolling Stones song "You can't always get what…
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